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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2023-01-26 (Q4 2022) | Holdings: 35 | Value: $92.2M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| ORLY - OREILLY AUTOMOTIVE INC | Reduce 10% $(707.3K) | 6.65% | $6.1M | +72.38% | +14.85% | +29.19% | |
| TSCO - TRACTOR SUPPLY CO | Reduce 6% $(371.9K) | 5.95% | $5.5M | +29.53% | +4.79% | +0.69% | |
| COST - COSTCO WHSL CORP NEW | 5.64% | $5.2M | +101.73% | +0.48% | +43.10% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 4% $(223.1K) | 5.34% | $4.9M | +0.60% | -2.59% | -2.58% | |
| HD - HOME DEPOT INC | Reduce 6% $(276.1K) | 5.05% | $4.7M | +26.46% | -5.12% | +17.17% | |
| CPRT - COPART INC | Add 100% ($2.3M) | 5.03% | $4.6M | +42.78% | +16.97% | +46.39% | |
| MSFT - MICROSOFT CORP | Reduce 2% $(83.5K) | 4.87% | $4.5M | +106.25% | +22.73% | +66.01% | |
| AAPL - APPLE INC | Reduce 3% $(129.3K) | 4.75% | $4.4M | +49.42% | +17.82% | +34.68% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce 5% $(194.2K) | 4.41% | $4.1M | +105.99% | +19.04% | +52.53% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 3% $(146.0K) | 4.41% | $4.1M | +7.25% | +1.20% | +38.74% | |
| BA - BOEING CO | Add 36% ($1.1M) | 4.35% | $4.0M | +7.34% | -2.50% | -2.90% | |
| NVDA - NVIDIA CORPORATION | 4.34% | $4.0M | +748.15% | +39.92% | +221.10% | ||
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(51.4K) | 4.19% | $3.9M | +117.00% | -1.77% | +26.35% | |
| LRCX - LAM RESEARCH CORP | Reduce 3% $(91.6K) | 3.71% | $3.4M | +114.33% | +6.72% | +75.44% | |
| ZTS - ZOETIS INC | Reduce 12% $(460.5K) | 3.63% | $3.3M | -5.04% | +4.40% | +16.48% | |
| DKS - DICKS SPORTING GOODS INC | Add 11% ($310.7K) | 3.31% | $3.1M | +77.36% | +15.46% | +24.26% | |
| GLD - SPDR GOLD TR | Reduce 24% $(980.7K) | 3.29% | $3.0M | +72.44% | +3.06% | +5.05% | |
| NUE - NUCOR CORP | Reduce 8% $(251.2K) | 3.08% | $2.8M | -12.83% | -12.15% | +5.64% | |
| SCHO - SCHWAB STRATEGIC TR | Reduce 27% $(782.9K) | 2.25% | $2.1M | +10.52% | +1.08% | +3.77% | |
| TJX - TJX COS INC NEW | New Purchase | 2.22% | $2.0M | +54.99% | -4.19% | +18.39% | |
| SUB - ISHARES TR | Add 61% ($688.9K) | 1.97% | $1.8M | +6.50% | -0.42% | +1.71% | |
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce 34% $(916.3K) | 1.91% | $1.8M | -0.97% | -7.09% | -6.36% | |
| UUP - INVESCO DB US DLR INDEX TR | New Purchase | 1.57% | $1.4M | +9.97% | +0.69% | +7.39% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 19% $(337.7K) | 1.55% | $1.4M | +59.80% | +2.56% | +23.56% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.13% | $1.0M | +53.61% | +5.31% | +23.69% | ||
| FLRN - SPDR SER TR | Add 96% ($496.1K) | 1.10% | $1.0M | +15.45% | +1.21% | +6.40% | |
| TSLA - TESLA INC | Reduce 49% $(731.1K) | 0.84% | $773.3K | +93.01% | -1.38% | +17.55% | |
| MUB - ISHARES TR | Reduce 32% $(343.2K) | 0.80% | $736.4K | +3.56% | -0.42% | +2.86% | |
| CAT - CATERPILLAR INC | Reduce 2% $(9.8K) | 0.55% | $503.1K | +60.95% | -17.89% | +17.89% | |
| CVX - CHEVRON CORP NEW | 0.53% | $484.6K | -6.47% | -8.58% | -15.90% | ||
| MCK - MCKESSON CORP | Add 10% ($31.1K) | 0.37% | $342.1K | +86.52% | -5.42% | +27.00% | |
| SHM - SPDR SER TR | Add 48% ($103.4K) | 0.35% | $320.9K | +5.22% | -0.71% | +1.13% | |
| NEE - NEXTERA ENERGY INC | Add 5% ($13.1K) | 0.32% | $294.1K | +5.19% | +0.35% | -19.48% | |
| KO - COCA COLA CO | Reduce 16% $(47.8K) | 0.28% | $254.4K | +23.86% | +5.47% | +1.27% | |
| WSM - WILLIAMS SONOMA INC | 0.26% | $240.2K | +189.70% | -2.33% | +63.72% | ||
| AMZN - AMAZON COM INC | Reduce 100% | 0.00% | $0.00 | ||||
| SCHZ - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||